Book Image

Alfresco 3 Records Management

Book Image

Alfresco 3 Records Management

Overview of this book

The Alfresco Records Management feature set is so complete that it is one of the very limited number of systems, and the only Open Source solution, that has been fully certified for Records Management use by the US Department of Defense. Record keeping is important because accurate records are really the only way that organizations can demonstrate compliance with regulatory requirements. The amount of regulation that organizations must comply with has gone up dramatically over the last decade, and the complexity of record management has increased proportionally.Alfresco 3 Records Management is a complete guide for setting up records programs within organizations. The book is the first and only one that describes Alfresco's implementation of Records Management. It not only teaches the technology for implementing Records Management, but also discusses the important roles that both processes and people play in the building of a successful records program.Alfresco 3 Records Management starts with a description of the importance of record keeping, especially from a regulatory compliance perspective. It then discusses Records Management best practices and standards, and goes on to describe step by step how to identify documents that need to be managed as records, how to use Alfresco Records Management software to set up the File Plan structure for organizing the storage of records, and then how to manage the lifecycle of the records.The book provides detailed instructions for installing and configuring Alfresco Records Management. The topics covered include setting up a record File Plan, filing records, establishing record retention schedules, setting up security and permissions, assigning metadata, extending the content model, using advanced search techniques, and creating system activity audit reports. The book also provides "deep-dive" information from a developer's perspective about how the Records Management module was implemented within the Alfresco Share platform.Alfresco 3 Records Management covers features available in both the Community and Enterprise versions of Alfresco software. By the end of this book, you will be able to successfully develop a records policy and implement it within Alfresco Records Management.
Table of Contents (18 chapters)
Alfresco 3 Records Management
Credits
About the Author
About the Reviewer
www.PacktPub.com
Preface
Free Chapter
1
Records Management

Filing an electronic record from Share


Now that the File Plan is set up, it is easy to start filing records directly by using the Records Management site within Share.

Recall that records can be filed into only the record Folders of the File Plan. It is not possible to put records into either Series or Categories. To prevent us from doing so, the File icon on the toolbar is visible but grayed out, and not selectable when positioned within either Series or Category containers.

From the File Plan page of the Records Management site, we can navigate into a Folder of the File Plan. When we are within a Folder container, the File icon of the toolbar then becomes available for selection:

Clicking on the File button will display a dialog that prompts us to enter the type of record that we would like to file, either Electronic or Non-electronic. In this first example, we would like to file an Electronic record, so we select that option:

At the top of the dialog for uploading files, there is an option...